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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,503 | $78,425-13.9% | $95,956-29.7% | $79,858-15.5% |
| Participation rate | 58.6% | 73.5%-14.9pp | 77.1%-18.5pp | 69.6%-11.1pp |
| Annual return | 13.51% | 19.37%-5.9pp | 91.63%-78.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $1,202 | $1,945-38.2% | $2,541-52.7% | $2,471-51.4% |
| Participant deferral / active EE | $1,930 | $3,440-43.9% | $4,167-53.7% | $3,740-48.4% |
| Admin fee / account holder | $929 | $5,622-83.5% | $6,797-86.3% | $5,306-82.5% |